Administrative Specialist
Integrity Marketing GroupAbout the role
Administrative Specialist
Retirement Plan Consultants
Norfolk, Nebraska
About Retirement Plan Consultants
Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputation for quality service.
We believe in the growth of our employees and provide opportunities for advancement by providing the training and education needed to be successful. Retirement Plan Consultants offers big-city careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a “service personality” with expert knowledge.
Job Summary
The Administrative Specialist plays a key role in supporting the day-to-day administrative functions for all departments and leaders, with expectations of fostering communication, consistency, and efficiency across departments. Responsibilities encompass organizing and preparing information to be used by other internal teams, maintaining required disclosures, generating account statements for plan participants, and more. This is a fast-paced position that requires a high level of accuracy and attention to detail and effective communication skills. While limited external client interaction is involved, your contributions are essential to ensuring we meet the needs of both our employers and their employees and maintaining the company's reputation for excellence in retirement plan administration.
Primary Responsibilities:
Support all departments with administrative functions such as filing, data entry, and general office tasks.
Accurate and timely data entry for various processes and retirement transactions.
Maintain accurate documentation of plan and participant disclosures, fund performance metrics, and participant account statements.
Set up and update Plan Contacts in all applicable software programs.
Daily collection and distribution of mail and monitoring a shared email inbox.
Manage and maintain accurate filing systems for all client records and documentation.
Provide support with maintaining up-to-date documentation of systems and procedures.
Handle the distribution of swag for Spring Training and Game Time.
Assist Leaders with employee events and staff meetings
Manage the recurring monthly and quarterly administrative maintenance tasks.
Manage office supplies and inventory
Manage breakroom supplies
Primary Skills & Requirements:
High attention to detail and a proactive, problem-solving mindset.
Strong organizational and time management skills; ability to manage multiple priorities.
Ability to work independently and collaboratively in a fast-paced environment.
ASPPA Retirement Plan Fundamentals (RPF) certificate, preferred but may be obtained after employment
Experience with Microsoft Office Suite.
Benefits Available
Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new
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